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Monday, April 15, 2024

Learning financial literacy, such as money management, budgeting, and investing, can seem daunting, but is no different than learning how to speak another language. Being financially literate allows you to have a better, more...

Friday, April 12, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans. But you must navigate the system strategically to get the most out of your Social Security...

Thursday, April 4, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans. But you must navigate the system strategically to get the most out of your Social Security...

Tuesday, March 26, 2024

Did you know, according to CNBC, more Americans are expected to turn 65 through 2027 than at any other time in history? This rapid population increase of older adults is often called the “Silver or Gray Tsunami,” though many new...

Wednesday, March 20, 2024

Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result in missed opportunities for tax savings and other tax opportunities. When...

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Monday, March 11, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for...

Friday, March 8, 2024

For many younger adults, the dream of homeownership is often overshadowed by the looming challenges of student loan debt. The burden of educational expenses can create a significant hurdle on the journey to owning a home. However, the...

Monday, February 26, 2024

As the cost-of-living crisis looms large, particularly for the younger generation, Gen Z is pioneering a new approach to personal finance: 'loud budgeting.' In a world where the pressure to spend money can feel overwhelming, especially...

Tuesday, February 20, 2024

The highly sought-after six-figure salary isn’t what it used to be. Time Magazine reported a startling statistic from a survey conducted by the financial insight and advising companies PYMETS and Lending Club which found that 51%...

Thursday, February 15, 2024

An emergency fund is one of the most essential financial tools you can have in your financial toolbox. Approximately 30% of Americans have some emergency savings, though most do not have enough to cover three months of expenses, the...

Thursday, February 8, 2024

As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions...

Friday, January 26, 2024

For high-net-worth individuals (HNWIs), implementing healthy financial behaviors is crucial to maintaining their assets and growing wealth. Regardless of having significant financial means, embracing healthy financial behaviors must...

Friday, January 19, 2024

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer...

Monday, January 15, 2024

Student financial aid, like most anything financially related, involves strategy and a bit of finesse to make your money and time work for you. Some might believe that receiving the offer you were hoping for from the Free Application...

Monday, January 8, 2024

Eating lunch out during work is fun, convenient, and an opportunity to try new eateries, but it can also be expensive. Even if you only spend $10 - $12 per day, that adds up over time. According to a CNBC study, if you eat out every...

Tuesday, January 2, 2024

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Monday, December 25, 2023

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. So why not use the New Year's holiday to turn these goals...

Monday, December 18, 2023

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize...

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Monday, December 11, 2023

Running a business without a written business plan is like heading out on a cross-country trip without a map or GPS. Although you may be able to make it to your destination, you may spend far more time and money navigating through...

Monday, December 4, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often...

Monday, November 27, 2023

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

Sunday, November 19, 2023

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for...

Monday, November 13, 2023

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review...

Thursday, November 9, 2023

More than 16.5 million veterans live in America, as reported by the U.S. Census. Along with the veterans’ need for long-term care, the aging general population has increased demand for long-term care, creating pressure on...

Thursday, November 9, 2023

What does "coordination with government benefits" mean? In the context of long-term nursing home care, a number of governmental (and governmentally regulated) programs and tools exist to help you pay for this care. Medicare, Medicaid, ...

Tuesday, November 7, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a...

Monday, October 30, 2023

More than two-thirds of parents are concerned about how to pay for their child’s college education, and business owners are no exception.1 You may worry about being able to manage college expenses while also having concerns about...

Tuesday, September 12, 2023

Having a solid life insurance policy in place is crucial for any adult who has assets, a business, or a steady income. While most adults know that having a life insurance policy is a vital piece in their financial puzzle, there are...